
Dec 19, 2017 13:04 pm UTC| Research & Analysis Central Banks
The Feds this months meeting decision is almost in lines of consensus. Do you think the shift in dynamics this time around is due to the improved growth prospects on account of tax changes and markets expectations for...
FxWirePro: Political and monetary buzz in BRICS FX - episode 2
Dec 19, 2017 11:44 am UTC| Research & Analysis Insights & Views
CNY: In China, a former PBOC economist said the government should scrap the annual GDP target and focus more on employment. The reasoning is that a narrow focus on growth will only reinforce the inefficiencies and...
FxWirePro: Political and monetary buzz in BRICS FX - episode 1
Dec 19, 2017 11:30 am UTC| Research & Analysis
BRL: In BRL, faster growth should strengthen portfolio inflows and reinforce a much improved current account. Elections will be an issue starting in 2Q18, but the base case is a market-friendly outcome, one that will allow...
FxWirePro: RV trios to celebrate X’mas on unresolved EU-UK trade pact
Dec 19, 2017 10:03 am UTC| Research & Analysis Insights & Views
As 2017 is a year to forget as the macro portfolio suffered and heading towards a fresh year of hope, a trio of relative value trade ideas for the holiday period comes to mine on the eve of Christmas to begin the new year...

FxWirePro: Fundamental driving forces and hedging intricacies of CAD through 2018
Dec 19, 2017 09:11 am UTC| Research & Analysis Insights & Views Central Banks
CAD rates recently climbed above USD rates for the first time since 2014 (refer above graph) as the Canadian monetary policy to be more decisive than oil prices, and the USD rates projections can realistically drag the...

Dec 19, 2017 07:30 am UTC| Research & Analysis Central Banks Insights & Views
As the Bank of Japan is lined up for monetary policy announcement tomorrow, which is one of the worlds most dovish central banks, the market consensus in this upcoming event is very meager. Governor Kuroda who has managed...
Dec 18, 2017 15:20 pm UTC| Research & Analysis Insights & Views
The South African rand has been the top performer in the recent past by a large margin as the market grew increasingly confident that Ramaphosa and his allies will win the ANC elective conference election. For all those...